SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,167 hedge funds and large institutions have $13.1B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 629 increasing their positions, 251 reducing their positions, and 54 closing their positions.

Holders
1,167
Holders Change
+61
Holders Change %
+5.52%
% of All Funds
18.47%
Holding in Top 10
191
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+14.37%
% of All Funds
3.02%
New
130
Increased
629
Reduced
251
Closed
54
Calls
$34.5M
Puts
$28.7M
Net Calls
+$5.82M
Net Calls Change
-$6.59M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
3
Morgan Stanley
New York
$405M
4
FFN
4
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
5
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MCC
3
Money Concepts Capital
Florida
$1.28M
4
PA
4
PFG Advisors
Arizona
$0
5
SCA
5
Stuart Chaussee & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$820M 10,399,603 -629,223 -6%
CSIA
2
Charles Schwab Investment Advisory
California
$704M 8,927,261 +319,294 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$482M 6,108,960 -120,922 -2%
WANY
4
Wealthspire Advisors (New York)
New York
$434M 5,501,969 +367,303 +7%
LPL Financial
5
LPL Financial
California
$429M 5,438,773 +665,061 +14%
Morgan Stanley
6
Morgan Stanley
New York
$405M 5,138,951 +1,085,983 +27%
Bank of America
7
Bank of America
North Carolina
$373M 4,733,939 +900,581 +23%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$373M 4,728,541 +1,208,502 +34%
Ameriprise
9
Ameriprise
Minnesota
$372M 4,713,046 +454,279 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$327M 4,145,793 +844,052 +26%
AAS
11
Avantax Advisory Services
Texas
$326M 4,132,366 +253,997 +7%
UBS Group
12
UBS Group
Switzerland
$266M 3,377,678 +716,281 +27%
OWM
13
Orgel Wealth Management
Wisconsin
$257M 3,263,953 +200,154 +7%
APP
14
Avantax Planning Partners
Iowa
$235M 2,982,879 -6,398 -0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$206M 2,917,027 +404,883 +16%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$202M 2,564,078 +1,086,724 +74%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$164M 2,073,476 +303,613 +17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$162M 2,057,098 -68,851 -3%
Wells Fargo
19
Wells Fargo
California
$152M 1,930,540 +490,642 +34%
AAIM
20
Asset Advisors Investment Management
Georgia
$119M 1,504,870 +9,382 +0.6%
Mariner
21
Mariner
Kansas
$112M 1,419,640 +145,997 +11%
KeyBank National Association
22
KeyBank National Association
Ohio
$99M 1,254,801 +50,851 +4%
HWA
23
HHM Wealth Advisors
Tennessee
$88.6M 1,123,320 +115,504 +11%
KFP
24
Keystone Financial Planning
Ohio
$81.3M 1,030,369 +22,933 +2%
FFN
25
Focus Financial Network
Minnesota
$78.9M 1,000,659 +982,774 +5,495%
1
2 3 4 5